CRM Configuration Manager Help

CRM Configuration Manager is an application for working with Microsoft Dynamics CRM Customizations. The primary functions is to export and import customizations the best way possible, fixing issues that exists in the standard process provided by Microsoft. Also one goal with CCM is to be able to automate the customization handling process, i e for use with version control and installations scripts.

Here we describe how to use CRM Configuration Manager, step by step. CCM is built upon one main dialog, that contains all input parameters. This gives a powerful user interface, but can also feel a bit complicated at first. The whole setup process consists of six steps, we will explain them bellow with an image illustrating where in the dialog the action is performed.

This is the main dialog, all actions are done in a top to bottom fashion, where you start at the top and drill down the options until you have a valid selection to execute.

Operation, Here you selected what operation you want to perform,

Export, Operation to extract customizations from a CRM server to a destination file or CRM server.